Institutional Ownership Invesco Et Sf Idxd Fd Tr Bulle (BSJP)
This table provides information about the institutional ownership of Invesco Et Sf Idxd Fd Tr Bulle (BSJP). We have compiled data on the 189 institutions that hold shares in the stock, with a total of 25.6 Million shares, which have been reported (via 13F filing form) to have a value of $592 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
2,556,040
shares
|
$59 Million
0.01% of portfolio
|
Q2 2024
Added 39.57%
|
|
Mirador Capital Partners LP
|
Jul 12, 2024 Q2 2024 |
1,501,560
shares
|
$34.7 Million
6.52% of portfolio
|
Q2 2024
Added 39.9%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
1,293,247
shares
|
$29.9 Million
0.02% of portfolio
|
Q2 2024
Added 14.42%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
1,215,835
shares
|
$28.1 Million
0.07% of portfolio
|
Q2 2024
Added 12.3%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
1,102,194
shares
|
$25.4 Million
0.0% of portfolio
|
Q1 2024
Added 59.57%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1,091,281
shares
|
$25.2 Million
0.01% of portfolio
|
Q2 2024
Added 4.87%
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 15, 2024 Q2 2024 |
785,314
shares
|
$18.1 Million
10.87% of portfolio
|
Q2 2024
Added 0.9%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
778,499
shares
|
$18 Million
0.01% of portfolio
|
Q2 2024
Added 15.47%
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Aug 08, 2024 Q2 2024 |
691,600
shares
|
$16 Million
0.76% of portfolio
|
Q1 2024
Added 25.59%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
572,967
shares
|
$13.2 Million
0.02% of portfolio
|
Q2 2024
Added 21.03%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
566,759
shares
|
$13.1 Million
0.0% of portfolio
|
Q2 2024
Added 11.89%
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jul 29, 2024 Q2 2024 |
539,540
shares
|
$12.5 Million
0.21% of portfolio
|
Q2 2024
Added 1241.81%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
504,840
shares
|
$11.7 Million
0.03% of portfolio
|
Q2 2024
Reduced 14.97%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
487,649
shares
|
$11.3 Million
0.04% of portfolio
|
Q2 2024
Added 18.89%
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
444,318
shares
|
$10.3 Million
0.29% of portfolio
|
Q2 2024
Added 438.8%
|
|
Ironwood Financial, LLC
|
Jul 19, 2024 Q2 2024 |
416,655
shares
|
$9.62 Million
2.15% of portfolio
|
Q2 2024
Added 2.94%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
394,433
shares
|
$9.11 Million
0.08% of portfolio
|
Q2 2024
Added 1.41%
|
|
Collective Family Office LLC
|
Jul 05, 2024 Q2 2024 |
388,513
shares
|
$8.97 Million
2.65% of portfolio
|
Q2 2024
Added 126.98%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
387,186
shares
|
$8.94 Million
0.13% of portfolio
|
Q2 2024
Reduced 9.29%
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jul 15, 2024 Q2 2024 |
367,700
shares
|
$8.49 Million
9.9% of portfolio
|
Q2 2024
New holding
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
341,854
shares
|
$7.89 Million
0.04% of portfolio
|
Q2 2024
Added 324.04%
|
|
Legacy Financial Group LLC
|
Jul 17, 2024 Q2 2024 |
341,145
shares
|
$7.88 Million
1.54% of portfolio
|
Q2 2024
Reduced 45.72%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
325,971
shares
|
$7.53 Million
0.02% of portfolio
|
Q2 2024
Added 19.6%
|
|
Advisory Alpha, LLC
|
Aug 21, 2024 Q2 2024 |
306,348
shares
|
$7.07 Million
0.28% of portfolio
|
Q2 2024
Added 7.62%
|
|
Sfe Investment Counsel
Los Angeles, CA |
Aug 05, 2024 Q2 2024 |
276,906
shares
|
$6.39 Million
1.45% of portfolio
|
Q2 2024
Reduced 0.73%
|